Naples Money Management LLC 13F Holdings

CIK 0002008660 · NAPLES, FL

As of Sep 30, 2024, Naples Money Management LLC reported 381 positions worth 17.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—27,582 5.8M13.42%
NVIDIA CORPNVDATechnology93,800 1.4M9.66%
NETFLIX INCNFLXCommunication Services9,102$6.5M5.47%
MICROSOFT CORPMSFTTechnology13,297$5.7M4.85%
TERADYNE INCTERTechnology35,099$4.7M3.99%
CARPENTER TECHNOLOGY CORPCRSIndustrials25,728$4.1M3.48%
META PLATFORMS INCMETACommunication Services6,988$4.0M3.39%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services23,600$3.5M3.00%
L3HARRIS TECHNOLOGIES INCLHXIndustrials13,235$3.1M2.67%
WALMART INCWMTConsumer Defensive36,793$3.0M2.52%
CHUBB LTDCBFinancial Services9,814$2.8M2.40%
M&T BANK CORPMTBFinancial Services15,785$2.8M2.38%
NEXTERA ENERGY INCNEEUtilities30,875$2.6M2.21%
ROYAL CARIBBEAN CRUISES LTDRCLIndustrials14,700$2.6M2.21%
QUEST DIAGNOSTICS INCDGXHealthcare16,600$2.6M2.19%
NIKE INCNKEConsumer Cyclical28,400$2.5M2.13%
INVESCO QQQ TRUST SERIES 1QQQ—5,042$2.5M2.09%
PULTEGROUP INCPHMConsumer Cyclical17,100$2.5M2.08%
MARATHON PETROLEUM CORPMPCEnergy14,051$2.3M1.94%
GENERAC HOLDINGS INCGNRCIndustrials14,400$2.3M1.94%
LENNOX INTERNATIONAL INCLIIBasic Materials3,550$2.1M1.82%
SYSCO CORPSYYConsumer Defensive27,300$2.1M1.81%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—8,541 .9M1.64%
APPLE INCAAPLTechnology8,128 .9M1.61%
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDXLC—20,203 .8M1.55%